Latest Institutional Purchases of Ishares Msci World ETF (URTH)
This list provides information on the latest institutional transactions involving Ishares Msci World ETF (URTH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
13.5KNew |
$1.77M - $1.96M
|
13.5K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
10.7K+ 700.26% |
$1.4M - $1.55M
|
12.2K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.11KNew |
$407K - $451K
|
3.11K
$481K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
2.79KNew |
$364K - $404K
|
2.79K
$431K
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
2.75KNew |
$359K - $399K
|
2.75K
$425K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.37KNew |
$310K - $344K
|
2.37K
$366K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
1.69K+ 93.64% |
$221K - $245K
|
3.5K
$541K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
300New |
$39.2K - $43.5K
|
300
$46.3K
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
297New |
$38.8K - $43K
|
297
$45.9K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$26.1K - $29K
|
200
$30.9K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
103New |
$13.5K - $14.9K
|
103
$15.9K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
50New |
$6.53K - $7.25K
|
50
$7.72K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
39New |
$5.1K - $5.65K
|
39
$6.02K
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
14New |
$1.83K - $2.03K
|
14
$2.16K
|
|
| Q4 2023 | |||||||
|
Jan 18, 2024
Q4 2023
|
Fulcrum Equity Management
|
BUY
|
- |
46.2KNew |
$5.31M - $6.17M
|
46.2K
$7.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
BUY
|
- |
14K+ 155.56% |
$1.61M - $1.87M
|
23K
$3.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
10KNew |
$1.15M - $1.33M
|
10K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.1KNew |
$587K - $681K
|
5.1K
$788K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
2.05KNew |
$235K - $273K
|
2.05K
$316K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.92K+ 111.5% |
$221K - $256K
|
3.64K
$562K
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
1.33KNew |
$153K - $178K
|
1.33K
$206K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
474+ 16.04% |
$54.5K - $63.3K
|
3.43K
$530K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
414+ 0.71% |
$47.6K - $55.3K
|
58.7K
$9.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
408New |
$46.9K - $54.5K
|
408
$63K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
270New |
$31.1K - $36K
|
270
$41.7K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
213New |
$24.5K - $28.4K
|
213
$32.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
140+ 1.64% |
$16.1K - $18.7K
|
8.7K
$1.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
26+ 0.82% |
$2.99K - $3.47K
|
3.2K
$494K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
353KNew |
$42.2M - $45.4M
|
353K
$54.5M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.07KNew |
$486K - $523K
|
4.07K
$628K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.1KNew |
$251K - $270K
|
2.1K
$324K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
1.71KNew |
$205K - $220K
|
1.71K
$264K
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
735+ 22.53% |
$87.9K - $94.5K
|
4K
$618K
|
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
198New |
$23.7K - $25.5K
|
198
$30.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
118+ 128.26% |
$14.1K - $15.2K
|
210
$32.4K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
7.4KNew |
$867K - $923K
|
7.4K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.74KNew |
$204K - $217K
|
1.74K
$269K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.63KNew |
$190K - $203K
|
1.63K
$251K
|
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.05K+ 75.69% |
$123K - $131K
|
2.44K
$376K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
148New |
$17.3K - $18.5K
|
148
$22.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
8New |
$937 - $998
|
8
$1.24K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 1.03% |
$234 - $249
|
196
$30.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1New |
$117 - $125
|
1
$154
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
PUT |
200KNew |
$21.8M - $23.9M
|
200K
$30.9M
|
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
8.63K+ 438.26% |
$939K - $1.03M
|
10.6K
$1.64M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.99KNew |
$434K - $476K
|
3.99K
$616K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
2.07KNew |
$226K - $248K
|
2.07K
$320K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
600New |
$65.3K - $71.7K
|
600
$92.7K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
720KNew |
$71.8M - $83.4M
|
720K
$111M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
69KNew |
$6.88M - $7.99M
|
69K
$10.7M
|
|